Perfromance Wealth Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Perfromance Wealth Partners’s Portfolio VNQ Stock Details VNQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$300K	Buy	+3,115	New	+$298K	0.01%	179
2023 Q3	–	Sell	-117,113	Closed	-$9.9M	–	184
2023 Q2	$9.9M	Buy	117,113 +825	+0.7%	+$67.6K	0.46%	20
2023 Q1	$9.66M	Buy	116,288 +19,940	+21%	+$1.71M	0.5%	20
2022 Q4	$7.95M	Buy	96,348 +5,814	+6%	+$482K	0.48%	23
2022 Q3	$7.26M	Buy	90,534 +86,582	+2,191%	+$8.1M	0.42%	24
2022 Q2	$360K	Sell	3,952 -66	-2%	-$6.58K	0.02%	117
2022 Q1	$435K	Sell	4,018 -84	-2%	-$8.89K	0.02%	115
2021 Q4	$476K	Buy	+4,102	New	+$448K	0.02%	118

Other funds holding VNQ

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Perfromance Wealth Partners's VNQ Position: Q2 2026 in Review

Perfromance Wealth Partners opened a new position in Vanguard Real Estate ETF (VNQ) in Q2 2026: 3,115 shares worth $300K. The stake represents 0.01% of the portfolio and ranks #179 among its holdings. This is a return to the name: Perfromance Wealth Partners previously reported a position in VNQ as recently as Q2 2023.

Perfromance Wealth Partners first reported a position in VNQ in Q4 2021 and has held it in 8 quarters since. The position peaked at $9.9M in Q2 2023. 1,803 funds tracked by Wall St. Rank hold VNQ as of Q2 2026.

Perfromance Wealth Partners held 3,115 shares of Vanguard Real Estate ETF worth $300K as of Q2 2026.
Vanguard Real Estate ETF was a new Perfromance Wealth Partners position in Q2 2026.
Vanguard Real Estate ETF made up 0.01% of Perfromance Wealth Partners's portfolio in Q2 2026, its #179 holding.
Perfromance Wealth Partners first reported a position in Vanguard Real Estate ETF in Q4 2021 and has held it in 8 quarters since.
Perfromance Wealth Partners's Vanguard Real Estate ETF position peaked at $9.9M in Q2 2023.
1,803 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.